Helmerich & Payne, Inc.
HP- Exchange
- NYSE
- Industry
- Drilling Oil & Gas Wells
- SEC CIK
- 0000046765
In the last 90 days, Helmerich & Payne, Inc. insiders filed 0 open-market purchases and 6 sales; 375 institutions reported holding it in 13F filings for Q2 2026, worth $3.35B in total; Fairfax Financial is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Helmerich & Payne, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 402
- +14 vs. Q4 2023
- Shares held
- 103.6M
- −1.33M (−1.3%) vs. Q4 2023
- Total value
- $4.36B
- +$556.6M (+14.6%) vs. Q4 2023
- New holders
- 62
- 133 more added
- Sold out
- 48
- 157 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 375 | $3.35B |
| Q1 2026 | 375 | $3.71B |
| Q4 2025 | 361 | $2.83B |
| Q3 2025 | 339 | $2.15B |
| Q2 2025 | 342 | $1.48B |
| Q1 2025 | 353 | $2.60B |
| Q4 2024 | 376 | $3.30B |
| Q3 2024 | 386 | $3.23B |
| Q2 2024 | 385 | $3.83B |
| Q1 2024 | 402 | $4.36B |
| Q4 2023 | 393 | $3.80B |
| Q3 2023 | 376 | $4.13B |
| Q2 2023 | 365 | $3.40B |
| Q1 2023 | 380 | $3.47B |
| Q4 2022 | 397 | $4.83B |
| Q3 2022 | 356 | $3.61B |
| Q2 2022 | 347 | $4.25B |
| Q1 2022 | 351 | $4.10B |
| Q4 2021 | 313 | $2.21B |
| Q3 2021 | 315 | $2.63B |
| Q2 2021 | 313 | $3.20B |
| Q1 2021 | 332 | $2.58B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3 | $127 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 7 | $294 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $379 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $421 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 15 | $631 | 0.00% | −13−46.4% | Reduced |
| Westend Capital Management, LLC | 15 | $631 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $673 | 0.00% | −2−11.1% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $758 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $841 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22 | $906 | 0.00% | +1+4.8% | Added |
| National Bank of Canada | 25 | $968 | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 24 | $1.01K | 0.00% | +24 | New |
| Quarry LP | 29 | $1.22K | 0.00% | +29 | New |
| Continuum Advisory, LLC | 38 | $1.49K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 45 | $1.89K | 0.00% | −25−35.7% | Reduced |
| Valued Wealth Advisors LLC | 46 | $1.94K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $2.10K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $2.31K | 0.00% | +51+1,275.0% | Added |
| AdvisorNet Financial, Inc | 56 | $2.35K | 0.00% | −295−84.0% | Reduced |
| Oakworth Capital, Inc. | 57 | $2.40K | 0.00% | −60−51.3% | Reduced |
| 1832 Asset Management L.P. | 57 | $2.40K | 0.00% | +57 | New |
| Carolinas Wealth Consulting LLC | 67 | $2.82K | 0.00% | −32−32.3% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $2.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 71 | $2.99K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $3.28K | 0.00% | −17−17.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $3.49K | 0.00% | +83 | New |
| First Financial Corp | 95 | $4.00K | 0.00% | +95 | New |
| Hantz Financial Services, Inc. | 94 | $4.00K | 0.00% | −29−23.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 100 | $4.12K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 115 | $4.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 119 | $5.00K | 0.00% | −133−52.8% | Reduced |
| Manchester Capital Management LLC | 124 | $5.22K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $5.26K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $6.06K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 146 | $6.14K | 0.00% | +46+46.0% | Added |
| SJS Investment Consulting Inc. | 149 | $6.28K | 0.00% | −3−2.0% | Reduced |
| Cornerstone Planning Group LLC | 181 | $6.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 170 | $7.15K | 0.00% | −115−40.4% | Reduced |
| Sofos Investments, Inc. | 171 | $7.23K | 0.00% | +155+968.8% | Added |
| Tompkins Financial Corp | 179 | $7.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $7.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 206 | $8.66K | 0.00% | −30−12.7% | Reduced |
| TD Capital Management LLC | 207 | $8.70K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 226 | $9.53K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 234 | $9.86K | 0.00% | −1,434−86.0% | Reduced |
| Transcendent Capital Group LLC | 240 | $10.1K | 0.01% | +240 | New |
| Old Point Trust & Financial Services N A | 250 | $10.5K | 0.00% | +250 | New |
| New Covenant Trust Company, N.A. | 266 | $11.2K | 0.01% | +266 | New |
| Quent Capital, LLC | 279 | $11.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 280 | $11.8K | 0.01% | +280 | New |
| Cutler Group LP | 300 | $12.0K | 0.01% | −900−75.0% | Reduced |
| Massmutual Trust Co FSB | 286 | $12.0K | 0.00% | +120+72.3% | Added |
| Bessemer Group Inc | 297 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 317 | $13.3K | 0.00% | −183−36.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 364 | $15.0K | 0.00% | +8+2.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 396 | $16.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 404 | $17.0K | 0.01% | +404 | New |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 415 | $17.5K | 0.00% | +173+71.5% | Added |
| Brown Brothers Harriman & Co | 427 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 440 | $18.5K | 0.01% | +440 | New |
| Capital Advisors, Ltd. LLC | 457 | $19.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 475 | $20.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 521 | $20.5K | 0.00% | −69−11.7% | Reduced |
| Global Retirement Partners, LLC | 496 | $20.9K | 0.00% | +3+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 506 | $21.3K | 0.00% | −61−10.8% | Reduced |
| Parallel Advisors, LLC | 524 | $22.0K | 0.00% | −192−26.8% | Reduced |
| EntryPoint Capital, LLC | 546 | $23.0K | 0.02% | −609−52.7% | Reduced |
| Hilltop National Bank | 600 | $25.2K | 0.01% | +600 | New |
| Private Trust Co NA | 607 | $25.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 644 | $27.1K | 0.01% | −593−47.9% | Reduced |
| Allworth Financial LP | 695 | $29.2K | 0.00% | +148+27.1% | Added |
| Versant Capital Management, Inc | 725 | $30.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 733 | $30.8K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 781 | $32.8K | 0.01% | +781 | New |
| Tower Research Capital LLC (TRC) | 796 | $33.5K | 0.00% | −10,572−93.0% | Reduced |
| Simplex Trading, LLC | 855 | $35.0K | 0.00% | +855 | New |
| Group One Trading, L.P. | 843 | $35.5K | 0.00% | −2,286−73.1% | Reduced |
| Central Trust Co | 885 | $37.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 893 | $37.7K | 0.00% | +893 | New |
| Principal Securities, Inc. | 897 | $37.7K | 0.00% | −78−8.0% | Reduced |
| FinTrust Capital Advisors, LLC | 912 | $38.4K | 0.01% | +175+23.7% | Added |
| Cullen/Frost Bankers, Inc. | 915 | $38.5K | 0.00% | +10+1.1% | Added |
| Federated Hermes, Inc. | 933 | $39.2K | 0.00% | −80−7.9% | Reduced |
| Hexagon Capital Partners LLC | 940 | $39.5K | 0.01% | +787+514.4% | Added |
| Covestor Ltd | 940 | $40.0K | 0.03% | +674+253.4% | Added |
| Smartleaf Asset Management LLC | 952 | $40.2K | 0.01% | +106+12.5% | Added |
| Catalyst Funds Management Pty Ltd | 1,000 | $42.1K | 0.01% | +1,000 | New |
| Nomura Asset Management Co Ltd | 1,030 | $43.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,085 | $45.6K | 0.00% | −362−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,138 | $47.9K | 0.00% | −699−38.1% | Reduced |
| Whittier Trust Co | 1,222 | $51.4K | 0.00% | +595+94.9% | Added |
| Chiron Investment Management, LLC | 1,673 | $70.4K | 0.03% | +721+75.7% | Added |
| Lindbrook Capital, LLC | 1,698 | $71.4K | 0.01% | +355+26.4% | Added |
| Chilton Capital Management LLC | 2,000 | $84.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,035 | $85.6K | 0.00% | +60+3.0% | Added |
| Umb Bank N A | 2,244 | $94.4K | 0.00% | −56−2.4% | Reduced |